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Jason W. Pinkham, Director, Eastern Division and Transitions
Member of the Dynasty Client Service Team

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Our Team

Dynasty is

Dynasty is

  • 100% owned by its Founders, Employees and Board of Directors
  • 60 employees located in midtown New York City, Chicago, Miami and San Francisco

Every success we enjoy and share with our Network is attributable to the caliber and quality of the people on our team. Dynasty was founded by industry veterans who understood the role personal connectivity plays in the financial advisory field.

Entrepreneurial in spirit and truly caring at heart, the Dynasty team reflects the values of the advisors in our Network.

Photo of Nathan Sonnenberg

Nathan Sonnenberg
CEO, Wealth Management Consulting, LLC

Nathan Sonnenberg is the founder and CEO of Wealth Management Consulting, LLC, which is focused on helping independent advisors with investment strategy, structure, implementation and client education.

Prior to starting his own firm, Nathan was the Chief Investment Officer at Glassman Wealth Services, a successful RIA in the Washington DC area. 

He was also Director of Investments for the regional office of Abbott Downing, which serves ultra-high net worth families in the DC area.


Nathan served as Chief Investment Officer of Fortigent, LLC, a provider of outsourced investment research, technology and practice management solutions to RIAs and banks that targeted high new worth investors.  For the better part of 16 years, Nathan was integral to the success and growth of Lydian Wealth Management and Fortigent, LLC.

Nathan earned a Bachelor of Science degree in Systems Engineering from the University of Virginia. He also holds designations as a Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA).